Organizing your reports by moving them into appropriate folders helps maintain a structured and efficient workspace.
Follow these steps to relocate a Sales Analytics report:
Step 1: Access Sales Analytics
Log in to your Revlitix account.
Navigate to the Sales Analytics section from your dashboard.
Step 2: View All Analytics
Click on View All Analytics to display the list of all available reports.
Step 3: Locate the Report
Browse through the list to find the report you wish to move.
Step 4: Open Report Options
Click on the Options icon (usually represented by three dots) next to the report's name.
Step 5: Select 'Move'
From the dropdown menu, select the Move option.
Step 6: Choose the Destination Folder
A dialog box will appear prompting you to select the destination folder.
Choose the desired folder where you want to move the report.
Step 7: Confirm the Move
After selecting the folder, click on Move to confirm and relocate the report.
By following these steps, you can efficiently organize your Sales Analytics reports within Revlitix, ensuring easy access and better management of your analytical data.